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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,583 | $102,393+27.5% | $147,041-11.2% | $80,911+61.4% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-12.9pp | 67.6%+1.6pp |
| Annual return | 10.69% | 134.95%-124.3pp | 419.21%-408.5pp | 35.63%-24.9pp |
| Employer contribution / active EE | $847 | $3,715-77.2% | $4,935-82.8% | $2,756-69.3% |
| Participant deferral / active EE | $3,497 | $6,647-47.4% | $8,071-56.7% | $4,297-18.6% |
| Admin fee / account holder | $20,814 | $7,943+162.0% | $13,006+60.0% | $6,935+200.1% |